WSO icon

Watsco
WSO

Overview Fund Activity

443 hedge funds and large institutions have $6.99B invested in Watsco in 2020 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 161 increasing their positions, 164 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
+3
Holders Change %
+0.68%
% of All Funds
7.86%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
56
Increased
161
Reduced
164
Closed
48
Calls
$23.1M
Puts
$1.4M
Net Calls
+$21.7M
Net Calls Change
-$21.6M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$746M
2
Ameriprise
2
Ameriprise
Minnesota
$82.3M
3
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$394M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$12.5M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$169M

Top Sellers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$5.1M
2
American Century Companies
2
American Century Companies
Missouri
$813K
3
FCM
3
Frontier Capital Management
Massachusetts
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$10M
5
Wells Fargo
5
Wells Fargo
California
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSERS
176
Louisiana State Employees Retirement System
Louisiana
$1.86M – – –
AG
177
AIA Group
Hong Kong
$1.85M +$1.85M +7,543 New
BUB
178
BBVA USA Bancshares
Texas
$1.84M -$24.2K -107 -1%
AC
179
Athanor Capital
New York
$1.79M +$1.06M +4,675 +146%
PGAM
180
Princeton Global Asset Management
New Jersey
$1.74M -$11.3K -50 -0.6%
LF
181
Lee Financial
Texas
$1.72M – – –
CF
182
Centaurus Financial
California
$1.71M +$1.71M +7,531 New
DWM
183
Dakota Wealth Management
Florida
$1.68M -$143K -631 -8%
CIP
184
Capital Insight Partners
Arizona
$1.65M +$11.1K +49 +0.7%
IWA
185
Intercontinental Wealth Advisors
Texas
$1.61M +$6.57K +29 +0.4%
BF
186
BOK Financial
Oklahoma
$1.6M +$164K +726 +11%
BEI
187
Benjamin Edwards Inc
Missouri
$1.59M -$66.2K -292 -4%
Janney Montgomery Scott
188
Janney Montgomery Scott
Pennsylvania
$1.51M +$2.27K +10 +0.1%
Prudential Financial
189
Prudential Financial
New Jersey
$1.5M -$606K -2,673 -29%
Federated Hermes
190
Federated Hermes
Pennsylvania
$1.5M -$109K -479 -7%
URS
191
Utah Retirement Systems
Utah
$1.48M +$68K +300 +5%
CP
192
Cumberland Partners
Ontario, Canada
$1.47M -$532K -2,350 -27%
Millennium Management
193
Millennium Management
New York
$1.46M -$5.03M -22,203 -77%
FL
194
Fort LP
Maryland
$1.42M +$634K +2,799 +81%
Susquehanna International Group
195
Susquehanna International Group
Pennsylvania
$1.41M -$262K -1,156 -16%
Luther King Capital Management (LKCM)
196
Luther King Capital Management (LKCM)
Texas
$1.4M +$353K +1,560 +34%
BFEC
197
Benjamin F. Edwards & Company
Missouri
$1.39M -$68.7K -303 -5%
ACA
198
Aptus Capital Advisors
Alabama
$1.37M +$218K +960 +19%
TRCT
199
Tower Research Capital (TRC)
New York
$1.37M -$556K -2,454 -29%
AWM
200
Avior Wealth Management
Nebraska
$1.37M – – –
6 7
8
9 10